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  1. Xero HQ | Clients - Export list by group

    11 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Sam Cuttell commented  · 

    Any closer to this being an option, we have over 2000 clients and its not practical to manually go through these clients and put into the relevant groups

    Sam Cuttell supported this idea  · 

  2. Hubdoc - Convert bank statement to csv file

    303 votes

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    58 comments  ·  Contacts & files » Hubdoc  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks everyone for the continued support on this idea, and for sharing the detail of how this'd help in your day-to-day work.

    We understand this request is especially important for customers and advisors who are working with PDF statements when a direct bank feed isn’t available, when a bank doesn’t offer a usable CSV export, or when manually converting and cleaning statement data adds extra time and effort.

    When we last updated this idea, we shared that PDF bank statement conversion had been introduced in limited regions. Since then, we’ve continued to look closely at where we can best improve the document capture and data entry experience across Xero.

    Hubdoc remains a core part of our offering, however to be transparent we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture within Xero Files.

    With that in mind, there isn’t any…

    Sam Cuttell supported this idea  · 

  3. Xero HQ - Client Groups Reporting

    27 votes

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    10 comments  ·  Practice tools  ·  Admin →
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    In development  ·  AdminHannah G (Admin, Xero) responded

    Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
    Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.

    While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.

    Sam Cuttell supported this idea  · 

  4. Xero HQ | Clients - Export contact group

    10 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Sam Cuttell supported this idea  · 
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    Sam Cuttell commented  · 

    Totally agree I have just over 1000 clients in 12 groups and some have not been assigned to groups and I cannot find out which ones they are without going through them one by one